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Jonathan Boulianne

Wealth Manager

T 418-659-8536

Linkedin Profil

Languages: French, English

Biography

Jonathan understands the realities and challenges faced by professionals, business owners and upper management. His wealth management strategies are personalized and take your needs and life goals into account. He's also able to spot issues that could affect how your wealth is managed, making him an expert you can trust to secure your financial future.

Mission

Our mission is to help you manage your wealth every step of the way so you can achieve the things that matter most to you

Investment Philosophy

Our investment philosophy is based on rigorous risk management. To ensure that our investments are optimally managed, we work with external portfolio managers who have a style that complements our own. By combining our expertise, we're able to minimize the risks taken and better protect portfolios during volatile periods. Your investor profile informs all of our investment decisions, so that we can offer you personalized, tax-smart solutions.

What sets us apart

Serving you is what we do best.

Your priorities are our priorities. They guide our decisions and the types of services we offer.

We're your one-stop shop for wealth management. You'll find personalized investment services as well as specialists' advice for your other financial products and services. Whether it’s estate, financial or tax planning, business transfers, insurance, philanthropy, financing or banking services, we’ve got you covered.

Values

Our values shape our team. We’re attuned to your needs and have your best interests at heart, because our goal is to help you achieve yours.

COMMITMENT

We’re dedicated to meeting your needs and providing you with service that exceeds your expectations.

SIMPLICITY

Our approach and solutions are designed to make life easier for you.

TRANSPARENCY

We believe clear, honest communication is vital to cultivating healthy, long-lasting relationships with our clients.

RIGOUR

Serving you is important to us. So whatever your request, you can expect objectivity, rigour, and diligence.

Service Offer

Comprehensive wealth management services

Our products and services are designed to meet all of your wealth management needs when they arise: investments, financial planning, specialized services, banking services, insurance and financing. We work with our specialists or yours to make sure every aspect of your financial life is covered.

Our selection of accounts and products

The right account for you

  • Chequing accounts
  • Margin accounts
  • Margin-short accounts
  • Options accounts
  • Registered accounts (RRSP, LIRA, TFSA, RESP, RRIF, LIF)

A wide range of investment products

  • Canadian, US and international equities
  • Government, municipal or corporate bonds and debentures and strip coupons
  • Guaranteed investment certificates
  • Mutual funds, exchange-traded funds (ETFs) and index funds
  • Private equity, alternative investments, structured products, etc.
  • Stock options, futures contracts and warrants*

*Read the information document on the risks involved with options.

Biographies of my colleagues

  • Alain Chevalier, MBA, F. Pl

    Business Transfer Coach

    Languages: French, English

    Collaborator | Desjardins Securities Inc.

    Alain Chevalier has over 45 years of experience in the banking industry. He has held different positions within companies involved in financial planning and advisory services.

    By drawing on a coaching approach, he has been able to give a human dimension to his financial planning knowledge, and he has supported more than 1,000 business owners reflect on and carry out their plans to transfer or sell their business. Positioning himself as a coach, he works to ensure that all parties involved can collaborate to achieve a common goal.

  • Audréanne Leblanc,

    Financial Planner

    Languages: French

    Collaborator | Desjardins Trust Inc.

    Audréanne Leblanc has a bachelor's degree in financial services from Université Laval and a master's degree in tax law from HEC Montréal. She has 10 years of experience in the financial industry. Before joining Desjardins as a financial planner, she worked as a tax advisor in an accounting firm in addition to working with various institutions that operate in the fields of financial planning and taxation.

  • Équipe de notaires,

    Languages: French, English

    Collaborators | Desjardins Wealth Management

    ANNE-MARIE FOURNIER

    Anne-Marie Fournier is a financial planner and notary. She currently serves as a senior estate planning advisor at Desjardins Wealth Management.

     

    GENEVIÈVE FOREST

    Geneviève Forest is a notary and serves as a senior estate planning advisor at Desjardins Wealth Management.

     

    GENEVIÈVE D’AMOURS

    Geneviève D'Amours, who has been a notary since 2009, serves as a senior estate planning advisor at Desjardins Wealth Management.

     

    AMANDINE BOURILLON, D.S.N.

    Amandine Bourillon has completed studies in notarial law in both France and Quebec and is a senior estate planning advisor at Desjardins Wealth Management.

     

    ANDRÉ AUCLAIR

    André Auclair is a notary and serves as a senior estate planning advisor at Desjardins Wealth Management.

     

    CATHERINE BEAUCHAMP

    Catherine Beauchamp is a notary and is currently a team leader and senior estate planning advisor at Desjardins Wealth Management.

  • Jeffrey Morrow,

    Financial Security Advisor

    Languages: French

    Collaborators | Desjardins Securities Financial services inc.

    Jeffrey has a bachelor's degree in accounting and an MBA in financial planning. He's been a financial security advisor with a major Canadian insurer for more than seven years. His clients appreciate being clear in their explanations and following up. Jeffrey is very thorough when it comes to optimizing a strategy. He's well versed in tax matters.

  • Équipe de conseillers principaux en fiscalité,

    Languages: French, English

    Collaborators | Wealth Management

    Jérôme Dostie-Bourgault

    A lawyer by trade for over 10 years, Jérôme specialized in international taxation with a global professional services firm. He quickly turned his attention to individuals facing challenges abroad—particularly in the United States—whether in business or not.

    Mathieu Pelletier

    Mathieu has a master's degree in taxation and has been working as a tax specialist since 2016 after many years as a financial planner at Desjardins. As a tax specialist, Mathieu has helped business owners with every aspect of their business journey, from the earliest stages to the end of their career, including the sale or transfer of their business.

    Stéphane Thibault

    Stéphane is a chartered professional accountant with a master's degree in tax law. Over the last 15 years, he's gained solid expertise in Canadian and Quebec taxation. He developed in-depth knowledge of tax rules for individuals and businesses, as well as investment, savings and retirement vehicles.

Location

Desjardins Securities at Sainte-Foy

Place de la Cité - Tour Cominar
2640, boulevard Laurier, Suite 1400
Sainte-Foy (Québec) G1V 5C2

418-650-6350 Toll-free : 1-800-361-6006Fax : 418-650-5159

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